There is a supposed leaked set of documents that show Tesla's Cybertruck production numbers. Is this real?
Cybertruck Predictions Are Wrong?
"Experts" are saying that delivery numbers for the Cybertruck for next year are going to be different from most people think. According to the Electric Viking, there is some leaked information showing things that are not well known.
He ordered a Cybertruck within 10 minutes of it being available. I also have one on order, but I am much further down the list of those who have pre-ordered a Cybertruck.
Adam Jonas from Morgan Stanley says that Tesla will never mass produce the Cybertruck and that it is intended as a Ferrari, or in other words, a novelty item.
I think here is wrong because Tesla is building the Cybertruck at Giga Texas, which is one of the largest factories in the world of any kind. Tesla may deliver twice as many Cybertrucks as what Wall Street is estimating.
A Higher Share For Tesla
Gary Black, a Tesla investor, says that a $60,000 Cybertruck starting price will not have the supply chain bottlenecks of the past. Investors are underestimating the Cybertruck by at least 200,000 vehicles. The question is, why is Wall Street so low?
Wall Street is so low because they are very conservative and don't want to be wrong. Wall Street analysts would rather raise a price target than have too high a price and be wrong.
Wall Street thinks 94,000 Cybertrucks will be sold next year, and I think Tesla will beat this. I think Tesla will actually make 250,000 Cybertrucks.
The Cybertruck will definitely be above the $40,000 starting price from 2019. The question is, will there be a Cybertruck that is close to that price? And, will the trimotor version (or quad-motor version) be around $60,000? If this is true, the Cybertruck is going to be easily the best truck on the market, and it won't even be close.
Tesla will need 4680 batteries for the Cybertruck and Tesla has been working on ramping production there. Do you think Tesla will have enough of these batteries and make over 200,000 Cybertrucks next year?
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News. Image Credit, Tesla, Screenshot